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About Us

Syed Khaleelullah

We are a personal, financial intermediary, offering customized Investment solutions for our clients, with 18 years of hands on experience in understanding client’s needs and suggesting solutions which help them to meet their financial goals.

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Our Achievements

15 Yrs
EXPERIENCE AS FINANCIAL ADVISOR
350 +
FAMILY PORTFOLIO
16 Cr
ASSET MANAGED

Life Insurance

Why Choose Us

GIVING KNOWLEDGE TO TEAM MEMBERS
BUILD TRUST AND HONEST RELATIONS THROUGH COMMUNICATION
FUND UNDER MANAGEMENT

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Greeting Of The Day

News

06/01/2026

LIC launches special campaign to revive lapsed life insurance policies

Campaign running from January 1 to March 2, 2026, allows revival of lapsed individual policies with concessions on late fees, aimed at restoring insurance cover for policyholders

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03/12/2025

RBI Has Declared These 3 Banks As The Safest In India

The RBI has identified SBI, HDFC Bank, and ICICI Bank as India's most systemically important financial institutions, terming them as Domestic Systemically Important Banks (D-SIBs).

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Testimonial

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Vikas kumar

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Syed Asad

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Shirisha